Clients, assets & addresses
Add and manage clients, sites, and locations.
14 articles
- What is a client?What clients are in Vantage and how they connect to everything else in your workspace.
- Creating a clientHow to add a new client to your workspace and fill in the key details.
- Adding an address to a clientHow to link an address to a client so it carries over to new opportunities, projects, and events.
- Working with addressesHow to create and reuse locations across clients, projects, events, and assets.
- Where event addresses come fromHow client, project, and asset addresses connect.
- Creating and managing addressesHow to create addresses, use the Addresses page, and manage address records in Vantage.
- Merging duplicate addressesHow to identify and merge duplicate address records in Vantage.
- Assets explained: fixed vs movingThe difference between fixed assets and moving assets, and when to use each type.
- Creating an assetHow to create a fixed or moving asset for a client in Vantage.
- How assets and addresses work togetherHow fixed assets and addresses connect, and what happens when you change or remove one.
- Adding access instructions to an assetHow to add access instructions, phone, and other site details that field teams need.
- Linking events to assetsHow to select a fixed or moving asset on an event and how address details carry over.
- Archiving a client or assetHow to archive and restore clients and assets, and what happens to linked projects, events, and contacts.
- Understanding custom types for assetsHow to use custom asset types to organize different kinds of locations and vehicles in your workspace.